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Showing 111 - 120 of 1663 results for Ruth Liew

Planners urged to address ethics

RUTH LIEW  |  WEDNESDAY, 20 OCT 2010
Trust is fundamental to the advice relationship - but planners need to ask themselves why they rank so low on the ethics and honesty scale among Australians who don't seek advice, said the AFA. Jim Taggart, national president of the Association of Financial ...

FuturePlus seeks more alternatives

RUTH LIEW  |  TUESDAY, 19 OCT 2010
FuturePlus Financial Services is advising its clients, including the $3 billion Energy Industries Superannuation Scheme (EISS), to reduce their international equities exposure and reallocate up to a combined 25 per cent into global listed infrastructure ...

Zurich sales head joins Perpetual

RUTH LIEW  |  MONDAY, 18 OCT 2010
Perpetual Private Wealth has appointed former Zurich head of wholesale sales, Nick Langton, as general manager private client advice, as the firm ramps up its wealth arm and positions for future acquisitions. Langton, who has over 20 years experience ...

Lower fees or lose advantage: ACTU

RUTH LIEW  |  MONDAY, 18 OCT 2010
The ACTU has called on industry funds to keep lowering their fees or risk losing one of their key competitive advantages over retail funds. Tim Lyons, assistant secretary of the Australian Council of Trade Unions said one of the top challenges facing ...

KKR bids for Perpetual

RUTH LIEW  |  MONDAY, 18 OCT 2010
Private equity firm Kohlberg Kravis Roberts & Co (KKR) has made a takeover bid for Perpetual. According to an ASX statement this morning, Perpetual announced KKR approached the firm to buy all of Perpetual's shares at a price of $38 to $40 per share. ...

RewardSuper and Fin Synergy improve SMSF admin

RUTH LIEW  |  MONDAY, 18 OCT 2010
RewardSuper has struck a deal with Financial Synergy to integrate the Acurity platform and RSDataWeb - improving the online administration for over 2.5 million super members with $50 billion in funds. The new partnership could see advisers save up to ...

RBF-Tasmania overhauls executive structure

RUTH LIEW  |  FRIDAY, 15 OCT 2010
Six months after Philip Mussared became chief of the $3.4 billion RBF-Tasmania, the fund is undergoing a restructure which involves a nationwide search for six key executives, including a chief investment officer. The Retirement Benefits Fund of Tasmania ...

RBF-Tas terminates 452 Capital mandate

RUTH LIEW  |  FRIDAY, 15 OCT 2010
RBF-Tasmania has pulled the plug on investments with 452 Capital following the departure of key investment staff, axing a $170 million mandate with the firm. Philip Mussared, chief executive of RBF-Tas, said the $3.4 billion fund is going through the ...

Borysiewicz exits, Amundi names new chief

RUTH LIEW  |  THURSDAY, 14 OCT 2010
Amundi Asset Management has appointed Schroder Investment Management head of sales, Brian Scott, as the new country head and chief executive, following the departure of former CEO, Richard Borysiewicz. Scott spent three and a half years as head of sales ...

More platform inflows through SMSFs

RUTH LIEW  |  THURSDAY, 14 OCT 2010
Research from Investment Trends shows more than 75 per cent of planners invest some portion of SMSF inflows through a platform - up from 65 per cent a year ago. Planners also estimate that 43 per cent of their clients' total SMSF assets were invested ...